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Independent Portfolio Consultants’s American Financial Group AFG Stock Holding History

Independent Portfolio Consultants’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-521
Closed -$31K – 822
2014
Q2 		$31K Buy
+521
New +$30.4K 0.01% 716

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Portfolio Consultants's AFG Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of American Financial Group (AFG) in Q3 2014, closing a stake of 521 shares — an estimated $31K sold.

Independent Portfolio Consultants first reported a position in AFG in Q2 2014 and held it in 1 quarter. The position peaked at $31K in Q2 2014. 272 funds tracked by Wall St. Rank hold AFG as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining American Financial Group position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 521 American Financial Group shares in Q3 2014, an estimated $31K.
  • Independent Portfolio Consultants first reported a position in American Financial Group in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's American Financial Group position peaked at $31K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held American Financial Group as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.